NOVAK FINANCIAL PLANNING LLC
NOVAK FINANCIAL PLANNING LLC of BEL AIR, MD is an SEC-registered investment adviser (CRD 109326). Regulatory assets under management: $349.2M.
Registration
- CRD: 109326
- SEC file number: 801-57319
- Type: Registered investment adviser
- Location: 2231 OLD EMMORTON ROAD, BEL AIR, MD, 21015
- Phone: 410-515-6310
- Latest filing: 2021-03-25
- Regulatory AUM: $349.2M
- Discretionary AUM: $324.7M
- Non-discretionary AUM: $24.6M
- Clients: 5
- Accounts: 1,369
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| NOVAK CAROL A | CHIEF COMPLIANCE OFFICER; MEMBER / CHIEF COMPLIANCE OFFICER; OWNER (+2 more) | — |
| NOVAK DANIEL JOSEPH | MEMBER; OWNER | — |
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